BXM Wealth LLC

Position in BTI — British American Tobacco p.l.c.

CIK 2052379 Englewood, CO

Position in BTI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$297,992

+$15,875 QoQ

Shares Held

4,825

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#595

of 903 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BXM Wealth LLC holds $1,068,948 across 3 Tobacco names. BTI ranks #3 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	2,584	$467,471
2	MO	Altria Group, Inc.	4,218	$303,485
3	BTI	British American Tobacco p.l.c. This page	4,825	$297,992

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,992	4,825	0.0%	Shares	Sole	2026-07-27
2026-03-31	$282,117	4,825	0.0%	Shares	Sole	2026-04-23
2025-12-31	$273,191	4,825	0.0%	Shares	Sole	2026-01-20
2025-09-30	$256,111	4,825	0.0%	Shares	Sole	2025-10-28
2025-06-30	$228,367	4,825	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.